During a Sale

How to Create Customers from the Sell Screen

Shopfront allows you to create a new customer account from the sell screen. You can choose to either use the + Add Customer button or the designated sales key in More Functions. Either option will open a pop-out version of the creation wizard and edit page also found in Customer Management.  

+ Add Customer button

The + Add Customer button to the top right of your sell screen allows you to add a customer to a current sale. If a customer already exists, you can search for them by name. Alternatively, this section allows you to quickly create a new account. 

  1. Click + Add Customer
  2. Click + Create New
  3. Either follow the creation wizard 
  4. Or skip the wizard and add details on edit page
  5. Click Save to finalise

Once the customer is created it will be added to your sale. 

Create Customer Sales Key

Alternatively, you can create a new account via the sales key labelled Create Customer. This is one of our default sales keys located under More Functions

  1. Click More Functions
  2. Click Create Customer
  3. Either follow the creation wizard 
  4. Or skip the wizard and add details on edit page
  5. Click Save to finalise

Once the customer is created it will be added to your sale. 

Note; Please see our article on Sales Keys for further details.